Ten Capital Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ten Capital Wealth Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-178	Closed	-$8.21K	–	354
2023 Q1	$8.21K	Buy	178 +40	+29%	+$1.83K	﹤0.01%	383
2022 Q4	$6.2K	Hold	138	–	–	﹤0.01%	366
2022 Q3	$6K	Sell	138 -359	-72%	-$16.7K	﹤0.01%	382
2022 Q2	$23K	Hold	497	–	–	0.01%	197
2022 Q1	$25K	Hold	497	–	–	0.01%	194
2021 Q4	$26K	Buy	497 +359	+260%	+$19K	0.01%	197
2021 Q3	$7K	Hold	138	–	–	﹤0.01%	296
2021 Q2	$7K	Hold	138	–	–	﹤0.01%	346
2021 Q1	$7K	Hold	138	–	–	﹤0.01%	285
2020 Q4	$8K	Buy	+138	New	+$7.5K	﹤0.01%	276

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ten Capital Wealth Advisors's IUSB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 178 shares — an estimated $8.21K sold.

Ten Capital Wealth Advisors first reported a position in IUSB in Q4 2020 and held it in 10 quarters. The position peaked at $26K in Q4 2021. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 178 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $8.21K.
Ten Capital Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $26K in Q4 2021.
524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.